#510: Bitcoin and Market Anomalies with Cathie Wood
TFTC: A Bitcoin Podcast · Marty Bent
May 30, 20241h 9m
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Show Notes
<p>Marty sits down with Cathie Wood to discuss bitcoin in the context of historic trends and convergent technology.</p>
<p>Cathie on Twitter: https://x.com/cathiedwood</p>
<p>Bitcoin Brainstorm: https://www.youtube.com/@ARKInvest2015</p>
<p>Bitcoin Monthly: https://www.ark-invest.com/the-bitcoin-monthly/</p>
<p>0:00 - Intro</p>
<p>0:50 - Bitcoin’s monetization compared to past trends</p>
<p>3:59 - Sovereign bitcoin funds</p>
<p>9:35 - River & Unchained</p>
<p>10:50 - Why is bitcoin outpacing gold</p>
<p>14:55 - Sharpe ratio convinces institutional investors</p>
<p>17:26 - Elections and consumer sentiment</p>
<p>25:56 - Inflation and money velocity</p>
<p>32:35 - Gradually, Then Suddenly & Zaprite</p>
<p>34:12 - Is the level of chaos unprecedented?</p>
<p>39:18 - AI and bitcoin</p>
<p>43:12 - Internet money</p>
<p>46:09 - Energy narratives</p>
<p>50:23 - Converging technologies</p>
<p>57:43 - Ark ETF and bitcoin dev support</p>
<p>1:06:24 - Plugs</p>
<p>Shoutout to our sponsors:</p>
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<p><a href="https://unchained.com/concierge/">Unchained</a></p>
<p><a href="https://zaprite.com/tftc">Zaprite</a></p>
<p><a href="https://thesaifhouse.com/gradually">Gradually, Then Suddenly</a></p>
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